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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,791 | $78,428-49.3% | $95,960-58.5% | $79,852-50.2% |
| Participation rate | 88.0% | 73.5%+14.5pp | 77.1%+10.9pp | 69.6%+18.4pp |
| Annual return | 20.32% | 19.37%+0.9pp | 91.63%-71.3pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,470 | $1,945-24.4% | $2,541-42.2% | $2,471-40.5% |
| Participant deferral / active EE | $3,024 | $3,440-12.1% | $4,167-27.4% | $3,740-19.1% |
| Admin fee / account holder | $2,641 | $5,622-53.0% | $6,797-61.1% | $5,306-50.2% |